Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$20,812,192,767
+$4,134,637,041 QoQ
Shares Held
99,560,815
-1.8% QoQ
Ownership
6.34%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#2
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 46%
None 48%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STATE STREET CORP holds $57,853,517,382 across 59 Capital Markets names. MS ranks #1 (36.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
99,560,815 | $20,812,192,767 | |
| 2 | GS |
Goldman Sachs Group Inc
|
18,830,464 | $19,044,566,375 | |
| 3 | SCHW |
Schwab Charles Corp
|
73,174,188 | $6,751,782,326 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
34,671,148 | $3,476,822,721 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
19,437,767 | $1,691,863,239 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,934,239 | $544,836,441 | |
| 7 | EVR |
Evercore Inc.
|
1,206,119 | $411,817,271 | |
| 8 | SNEX |
StoneX Group Inc.
|
4,352,535 | $343,850,265 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,812,192,767 | 99,560,815 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $16,677,555,726 | 101,340,194 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $18,437,333,945 | 103,854,751 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $16,422,985,304 | 103,315,207 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $14,666,993,691 | 104,124,618 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,500,751,004 | 107,146,233 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $13,990,194,391 | 111,280,579 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $11,495,519,339 | 110,279,349 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $10,717,021,075 | 110,268,763 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,505,400,880 | 111,569,678 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $10,622,652,546 | 113,915,845 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $9,129,963,701 | 111,790,911 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,780,393,837 | 114,524,518 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $10,170,297,810 | 115,834,827 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,265,926,518 | 120,747,195 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $9,587,172,399 | 121,341,253 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $9,332,656,846 | 122,701,247 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $11,401,245,833 | 130,449,037 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $12,811,858,414 | 130,520,155 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,436,767,314 | 127,805,645 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,891,645,794 | 129,694,032 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $10,277,377,001 | 132,338,102 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $8,265,952,019 | 120,618,007 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $5,368,521,169 | 111,034,564 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $5,408,516,099 | 111,977,559 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,852,295,234 | 113,302,801 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||